David Lee work email
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David Lee personal email
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• Asset Management/Investment/Portfolio Management/Global Financial Services • Global Wealth Management• Corporate Finance/Investment Banking• Private Equity Investment/Alternative InvestmentSpecialties: Investment, Fund Management, Hedge Fund, Derivatives, Financial Planning, Venture capital Investment, Private Equity Investment holding Series 7, Series 63 and 65
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투자는인생TvInvest 4 LifeCalifornia, United States -
Chief Investment OfficerTaylor Investment Advisory Group Jan 2021 - PresentI am in charge of preserving a company's asset portfolios. And I am supervise a team of financial Advisors and clients Relations Managers and help develop both short and long-term investment plans, recommend investments and assign assets.
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Executive Vice President, Portfolio ManagerTaylor Investment Advisory Group Jun 2017 - PresentProviding Investment Advisory Services for HNW and UHNW clients and Corporates Clients specializing in financial planning, goal based asset management and customization of various asset classes.
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FounderAi Based Portfolio Management Support System Dec 2016 - Oct 2019Securities Forecast Support System using Artificial Intelligence
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Managing DirectorLpl Financial Jan 2016 - May 2017San Diego, Ca, UsWealth Advisory Services for Strategic Wealth and Investment Management and Platform provided by LPL Financial and Investment -
Global Wealth Management Sr. Financial Advisor Portfolio ManagerMerrill Lynch Jul 2011 - Jan 2016New York, Ny, UsManaging Alternative Investment Fund including Hedge Funds, Options, REITs, ARN-Accelerated Returns Notes and Step-upsManaging high net worth individual and corporationsProviding investment advisory services to investorsManaging funds for various high return investment products such as Alternative Investments-Hedge Funds,REITs, Options, Step Up Notes and ARNs Managing High Net Worth Accounts, Corporate Cash Accounts, Retirement Accounts, LMA, and Corporate Investment Accounts -
Private Wealth ManagerMorgan Stanley Smith Barney Dec 2009 - Jun 2011New York, Ny, Us -
Managing General PartnerVenture Source Group Llc Feb 2003 - Dec 2010Private Equity Investment and management
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Managing General PartnerVenture Source Group Llc Feb 2003 - Dec 2010Private Equity Investment and Advisory Company
David Lee Skills
David Lee Education Details
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Stanford UniversityBusiness & Economics -
San Francisco State UniversityFinance
Frequently Asked Questions about David Lee
What company does David Lee work for?
David Lee works for Invest 4 Life
What is David Lee's role at the current company?
David Lee's current role is 투자는인생tv.
What is David Lee's email address?
David Lee's email address is da****@****ail.com
What schools did David Lee attend?
David Lee attended Stanford University, San Francisco State University.
What are some of David Lee's interests?
David Lee has interest in South Lake Tahoe, Weapon Systems, Children, Skiing, Marathon, Travelling, Soccer, Movie, New Toys, Game.
What skills is David Lee known for?
David Lee has skills like Investments, Private Equity, Venture Capital, Mergers And Acquisitions, Business Development, Start Ups, Business Planning, Analysis, Valuation, Strategic Partnerships, Business Strategy, Marketing.
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